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Edit new and existing tables in Plan Designer

Enabled for preview Early access General availability
Admins, makers, marketers, or analysts, automatically May 5, 2025 - May 29, 2025

Business value

When you build a business plan, you often want to reuse existing tables. When you reuse existing tables, you encourage the continuation and extension of current objects. You foster collaboration with other makers, save time, and promote better Application Lifecycle Management (ALM) practices.

With this feature, you can edit both new and existing tables in your plan's data model. This feature provides seamless integration between the Plan Designer and the data workspace. The Plan Designer serves as a one-stop shop for all data modeling activities related to your plan.

Feature details

To build a successful business plan, you need to reuse existing assets, such as existing tables in your solution. Currently, you can use existing tables in the standalone data workspace experience, but you can't use them when working with a plan. With this new feature, you can edit new tables and existing tables as part of your plan's data model. To help you work more efficiently, Copilot suggests the right existing table based on your business requirements.

Start by describing your business problem. Add extra details like process diagrams, data models, or even screenshots of legacy apps. Copilot uses this information to draft user roles and requirements for the solution. Then, Copilot suggests a multitable data model based on your requirements. Approve the suggestion and keep iterating. You can select and edit the existing tables in your plan through the data workspace. You can also chat with Copilot to include existing tables that fit your requirements.

Additional resources

Create a plan using Plan designer (docs)